Safe Harbor 401(k) Profit Sharing Plan For Employees Of The Guidance Center, Inc.
Sponsored by The Guidance Center, Inc. · EIN 860223720 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 208
- With balances
- 276
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $21,318 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,979 |
| Nova 401(k) Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,774 |